TRUIST FINANCIAL CORP

Position in LNC — Lincoln National Corp

CIK 92230 CHARLOTTE, NC

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Position in LNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,996,828

+$160,948 QoQ

Shares Held

141,353

+3.8% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#101

of 616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 47% Shared 4% None 49%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $151,988,094 across 10 Insurance - Life names. LNC ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	382,340	$44,829,364
2	MET	Metlife Inc	470,745	$39,829,734
3	UNM	Unum Group	322,479	$28,829,621
4	PRU	Prudential Financial Inc	197,523	$21,318,656
5	GL	Globe Life Inc.	32,711	$5,844,800
6	LNC	Lincoln National Corp This page	141,353	$4,996,828
7	MFC	Manulife Financial Corp	73,240	$2,966,951
8	PRI	Primerica, Inc.	6,807	$1,934,548

All Filings in LNC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,996,828	141,353	+3.8%	Shares	Defined	2026-07-28
2026-03-31	$4,835,880	136,222	-14.4%	Shares	Defined	2026-04-27
2025-12-31	$7,083,653	159,076	+2.4%	Shares	Defined	2026-02-02
2025-09-30	$6,266,716	155,386	-10.1%	Shares	Defined	2025-11-03
2025-06-30	$5,981,924	172,888	+4.1%	Shares	Defined	2025-07-18
2025-03-31	$5,966,408	166,149	-5.4%	Shares	Defined	2025-04-29
2024-12-31	$5,570,050	175,656	-5.6%	Shares	Defined	2025-01-31
2024-09-30	$5,862,685	186,058	+4.3%	Shares	Defined	2024-11-13
2024-06-30	$5,546,154	178,333	+3.2%	Shares	Defined	2024-08-21
2024-03-31	$5,517,151	172,789	+1.7%	Shares	Defined	2024-05-13
2023-12-31	$4,584,142	169,972	-1.6%	Shares	Defined	2024-02-02
2023-09-30	$4,265,516	172,763	+4.5%	Shares	Defined	2023-11-14
2023-06-30	$4,258,384	165,310	+7.2%	Shares	Defined	2023-08-01
2023-03-31	$3,465,097	154,210	-48.6%	Shares	Defined	2023-05-05
2022-12-31	$9,221,528	300,180	-5.8%	Shares	Defined	2023-02-17
2022-09-30	$13,986,474	318,526	-15.9%	Shares	Defined	2022-10-26
2022-06-30	$17,706,606	378,589	+1.1%	Shares	Defined	2022-07-22
2022-03-31	$24,469,148	374,375	-4.8%	Shares	Defined	2022-04-22
2021-12-31	$26,831,434	393,077	+0.4%	Shares	Defined	2022-02-14
2021-09-30	$26,929,306	391,699	-8.2%	Shares	Defined	2021-11-05
2021-06-30	$26,804,777	426,556	-2.0%	Shares	Defined	2021-08-16
2021-03-31	$27,108,184	435,333	-3.5%	Shares	Defined	2021-05-17
2020-12-31	$22,689,959	451,003	-16.0%	Shares	Defined	2021-11-19
2020-09-30	$16,823,770	536,986	+2.7%	Shares	Defined	2021-11-05
2020-06-30	$19,233,772	522,799	-58.9%	Shares	Defined	2021-11-16
2020-03-31	$33,497,567	1,272,704	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.